LafargeHolcim Shares Could Rally 25%

The cement giant has been a roll, thanks to cash generation and stronger markets. Returning cash to shareholders could help, too.

February 25, 2017

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LafargeHolcim’s shares have jumped more than 50% since Barron’s wrote a positive piece on the global cement and aggregates giant a year ago (“European Cement Giant LafargeHolcim Looks Rock-Solid,” Feb. 20, 2016). The stock, now 55.65 Swiss francs ($55.24), could rally another 25% if management maintains its focus on capital discipline and keeps a pledge to return more cash to shareholders.